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Why Emerging

 

Our Investment Process

 

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Our Experience

 

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Marilyn R. Freeman               Principal & Manager             Over 25 years investment experience

Elizabeth A. Knope, CFA         Principal & Manager             Over 30 years investment experience

Marilyn and Liz began working together at the consulting firm of Rogers, Casey & Barksdale, Inc., where they were both Managing Directors.  At the successor firm of RCB International, Inc., where they were both Principals, Marilyn and Liz were instrumental in establishing the firm’s emerging manager investment program initiative.  Following the acquisition of RCB (renamed Northern Trust Global Advisors, Inc.) by Northern Trust Corporation, Marilyn and Liz continued to manage and further build the emerging manager effort.  At the time of their departures from Northern Trust Global Advisors (NTGA), assets under management in those programs aggregated approximately $2 billion.

Marilyn was Executive Vice President and Director of Client Service at NTGA, .  In addition to the emerging manager programs, Marilyn also oversaw Canadian and international client relationships.  Other areas of responsibility included NTGA’s hedge fund activities and longstanding membership on the Trust Investment Committee.  Marilyn is a member of The Greenwich Roundtable, an intellectual investor cooperative.  She received her MBA with concentration in Finance and Management from the University of Connecticut and her BA from the State University of New York at Stony Brook.  She is a member of Beta Gamma Sigma.

Liz was Executive Vice President and Director of U.S. Investment Research at NTGA.  She managed the research process for identifying, selecting and monitoring all U.S. investment managers used in NTGA’s investment programs and was the senior portfolio manager for a number of client programs, including those in the emerging manager area.  Liz headed the U.S. Investment Committee and was Chairman of the Trust Investment Committee.  Prior investment experience included pension fund planning and analysis and manager evaluation and selection with AT&T and New England Telephone and six years as an investment analyst with The Boston Company.  Liz received her MBA with a concentration in Finance from Boston University and her BA from Skidmore College.  She is a Chartered Financial Analyst.

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